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Fiduciary Group, LLC: IJH position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Fiduciary Group, LLC on IJH, newest first. How the timeline and the estimate are built.

Fiduciary Group, LLC held 99,684 IJH shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 99,684 shares
    Change vs previous 13F -3,512 shares

    0.6% of the 13F portfolio, value $7,686,597.

    13F-HR 0001645890-26-000003 filed by Fiduciary Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 103,196 shares
    Change vs previous 13F -3,256 shares

    0.6% of the 13F portfolio, value $6,968,820.

    13F-HR 0001645890-26-000002 filed by Fiduciary Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 106,452 shares
    Change vs previous 13F -6,943 shares

    0.59% of the 13F portfolio, value $7,025,822.

    13F-HR 0001645890-26-000001 filed by Fiduciary Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 113,395 shares
    Change vs previous 13F -861 shares

    0.65% of the 13F portfolio, value $7,400,181.

    13F-HR 0001645890-25-000013 filed by Fiduciary Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 114,256 shares
    Change vs previous 13F -2,527 shares

    0.67% of the 13F portfolio, value $7,086,158.

    13F-HR 0001645890-25-000004 filed by Fiduciary Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 116,783 shares
    Change vs previous 13F -2,081 shares

    0.68% of the 13F portfolio, value $6,814,270.

    13F-HR 0001645890-25-000003 filed by Fiduciary Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 118,864 shares
    Change vs previous 13F -9,277 shares

    0.74% of the 13F portfolio, value $7,406,411.

    13F-HR 0001645890-25-000001 filed by Fiduciary Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 128,141 shares
    Change vs previous 13F not available

    0.81% of the 13F portfolio, value $7,985,747.

    13F-HR 0001645890-24-000006 filed by Fiduciary Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).